How to Best Leverage Your Primary Residence

Your personal residence is one of your best assets and one of the easiest to leverage in building wealth.  Your home is one of the easiest assets to lend against and can provide much-needed capital in the event of a growth opportunity. Hear us; we are not saying to take out debt just to take…

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Who is your target market?

In any business, it is important to find your niche. You’ve got to know your target market and who it is that you serve. Trying to please everyone waters down a brand. You may think that appealing to the broadest possible number of people is a good strategy, but finding your target market is the…

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Plant a Forest Not a Tree

I heard an analogy a while back and it stuck with me as so profound and powerful – If you were going to plant a forest, you wouldn’t just plant one tree at a time and wait for it to mature before planting the second tree, would you? Too often that’s exactly how we look…

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Family REIT with AIRBNB

I have close extended family relationships that are such a blessing. Not everyone gets along with their relatives, so I count myself very fortunate. And as I get older, I really have a desire to make sure we take the time to nurture those extended family bonds. I would love to spend more time with…

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Don’t Just Dip A Toe In

What’s your standard operating procedure for getting into the pool? Do you jump in, full immersion, or do you dip a toe in and then walk gingerly down those steps? As far as getting into a pool, there’s no wrong answer here. But when it comes to real estate, dipping a toe in might not…

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The Power of Leverage

You go to work, you get a paycheck. You leverage your time for money in the form of a job. When it comes to leverage, most of us are taught that simple formula – leverage a narrow set of skills, put those skills to work and earn money in exchange for your time. But with…

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Real Estate takes time

Real estate, like any other business, takes time. A mentor once told me that in Japan a business is not expected to turn a profit until the 7-year mark. In the United States, you hear a lot about tech start-ups plowing through venture capital for years before becoming a profitable venture. The point is, making…

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Create your own “Employer Match”

Here’s something that always makes us a little bit sad: People staying in a job they hate because of the benefits. One of the benefits people bring up most often (next to health insurance) is the employer match on their 401(k). People feel stuck in soul-sucking work because they are tethered to the benefits package.…

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A case study in real estate

In the old days (the 1980’s), we didn’t have social media – Facebook, LinkedIn, and Twitter or cell phones, let alone smartphones. We didn’t have a lot of the things that connect us today that most of us just take for granted. Back then, when the idea of buying or selling a home came up,…

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5 Facts About Equity-Indexed Annuities

We like and use equity-indexed annuities or as they are sometimes called, fixed-indexed annuities for many reasons. Let me give you a brief description and see if it is something that may appeal to you. What if you could be indexed to the upside of the stock markets, but not lose money because the stock…

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AIRBNB and it’s AIRDNA

Last week we introduced you to AIRBNB and some things to consider if you are looking at whether or not it might be the right fit for you in your wealth management strategy. If you think AIRBNB is for you and you want more information on its DNA, then our topic this week is right…

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Stepping into AIRBNB

I knew when I was talking to my Mom one day as we were planning some family vacation and she said “Oh, we can just book a home on AIRBNB,” so nonchalantly, that AIRBNB was a much bigger deal than I had realized. Then, a few weeks later, a friend and mentor of mine took…

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